Avantax Planning Partners, Inc. Invesco California Amt Free Mu Transaction History
Avantax Planning Partners, Inc.
- $3.08 Billion
- Q1 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Invesco California Amt Free Mu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 25,390 shares of PWZ stock, worth $627,640. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,390
Previous 26,746
5.07%
Holding current value
$627,640
Previous $668,000
5.54%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding PWZ
# of Institutions
90Shares Held
22.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.5MShares$235 Million0.32% of portfolio
-
First Foundation Advisors Irvine, CA1.68MShares$41.6 Million1.72% of portfolio
-
Miracle Mile Advisors, LLC1.59MShares$39.4 Million1.02% of portfolio
-
Stratos Wealth Partners, Ltd.1.38MShares$34.1 Million0.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management969KShares$24 Million1.31% of portfolio